CLBEX Mutual Fund

CLBEX Mutual Fund

NAV$39.97
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Returns Overview

1 Month
+1.08%
3 Months
-0.37%
6 Months
+1.98%
YTD
+7.10%
1 Year
+10.06%
3 Years (annualized)
+17.67%
5 Years (annualized)
+8.35%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLBEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+5.92%
vs Peers
+1.18%

CLBEX Mutual Fund Performance

CLBEX performance across multiple time periods: 1-month 1.08%, YTD 7.10%, 1-year 10.06%, 3-year 17.67%, 5-year 8.35%, 10-year 9.67%.

CLBEX returns outperform the peer average of 5.92% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

CLBEX vs another fund shows side-by-side returns. CLBEX alternatives are available in the Mutual Fund Screener.